We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)

14.5K views5 months ago48m 55sScore: 77

BiggerPockets Money

Pricing & Profitability
intermediate
Tax Strategy
Profitability
Pricing Strategy

Summary

Mindy Jensen and Scott Trench from BiggerPockets Money, along with guest Frank Vasquez, discuss how to build a risk parity portfolio on Fidelity to achieve a 5% safe withdrawal rate. Frank walks through creating and allocating funds, plus withdrawal strategies and tax considerations.